Use the Integration tab to export customer data to Costpoint. Although the actual export process is controlled from Costpoint, the record cannot be uploaded unless it is selected here first.
This tab is available in GovWin Capture Management if you have a Costpoint installation and you have run the Costpoint Integration setup script against your GovWin Capture Management database.
Access to this tab should be limited to GovWin Capture Management administrators. To learn more about enabling the Integration tab in your database or implementing the appropriate security settings, contact your Deltek GovWin Capture Management consultant.
To learn more about using the integration tool to export data to Costpoint, or to learn about importing Costpoint project (contract), client (customer), vendor/partner, employee, or organization (team) data to GovWin Capture Management, see the Costpoint online help system.
Contents
| Field | Description |
|---|
| SendtoCostpoint
|
Select this field to mark the record for exporting to Costpoint. When the integration tool is run from Costpoint, the record is automatically uploaded.
|
| ClientSent
|
GovWin Capture Management automatically updates this field after the customer's basic information is exported to Costpoint. This information is exported only if
Basic Information is selected on Costpoint's Configure Client Upload Options dialog box. To ensure that this information is not uploaded to Costpoint again, keep this box checked and in Costpoint, select
Use Sent Flag on the Configure Project Upload Options dialog box.
|
| ClientLastExported
|
This field displays the date on which the basic client information was last exported to Costpoint.
|
| AddressSent
|
GovWin Capture Management automatically updates this field after the customer's primary address is exported to Costpoint. This information is exported only if
Address (Primary) is selected on Costpoint's Configure Client Upload Options dialog box. To ensure that this information is not uploaded to Costpoint again, keep this box checked and in Costpoint, select
Use Sent Flag on the Configure Project Upload Options dialog box.
|
| AddressLastExported
|
This field displays the date on which the basic client information was last exported to Costpoint.
|
| ContactSent
|
GovWin Capture Management automatically updates this field after the customer's primary contact information is exported to Costpoint. This information is exported only if
Contacts (Primary) is selected on Costpoint's Configure Client Upload Options dialog box. To ensure that this information is not uploaded to Costpoint again, keep this box checked and in Costpoint, select
Use Sent Flag on the Configure Project Upload Options dialog box.
|
| ContactLastExported
|
This field displays the date on which the primary contact information was last exported to Costpoint.
|
| DefaultCustID
|
Enter the default customer ID that you want to apply to the record in Costpoint. Because this is a Costpoint ID, you must enter it manually in GovWin Capture Management.
|